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Centralized
Everything related to your Capital (people, documents, processes, and real-time financial data) — in a single, centralized Command Center.
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Secure
Our promise to you is to treat your private capital data the same way we treat our own — like Fort Knox.
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Connected
Family members, partners, and trusted professionals can communicate on Entole’s messenger via text, call, or video - securely
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Best Practices
Stay up-to-date with intelligent reminders and private capital best practices that Entole is built to support.
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Transparent
Entole stores key governing documents and gives transparency to asset flows and ownership structures, simply and easily.
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Family to Family
We developed this for our Family Office and realized how valuable this was to us. So, we decided to share it - from our family to yours.
Our mission is to simplify private capital infrastructure so you can focus on what matters most - family.
Contextual Perspective
We believe in surfacing real-time data in a useful context that makes sense, instead of delivering dense reports that you never read.
Modular Architecture
We’re flexible. We’re scalable. And we’re modular. API-driven and nimble, Entole features full user controls, a mobile app, built-in encrypted chat, real-time financial data, and front & back-office capabilities.
One system to bring everyone together.
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Family Offices
Bring transparency to your private capital and family office operations. Make decisions with confidence with easy and secure access to your data.
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Wealth Owners
Gain a holistic picture of your wealth with consolidated financial and compliance reporting with granular permissions to easily connect and share information with your advisors.
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RIA's
Gain a better picture of your clients’ financial situation, easily share documents, and interact with you client with a purpose built secure messaging channel.
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Private Banks
Provide your clients with a white glove digital experience to enhance your service offering and more easily share data and reporting.
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Attorneys
Easily manage legal entities and gain a better understanding of all factors involved in any legal decision your client is making.
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Trustees
Quick receive and process distribution requests while keeping tabs on accounts, compliance and relevant documents.
Our Partners
The Digital Experience for Private Capital
Entole’s Holistic Wealthview™
Entole is made to cater to your portfolio's real value, in real-time. Save time with the command center that aggregates financial reports and surfaces meaningful insights with your needs in mind.
Owner First Ethos
Entole is built prioritize capital owners through and through. This means; interactive diagrams to help understand family structure, segmented and filterable dashboards to understand your capital from different perspectives, and tools to support best practices to successfully grow your capital: all this built to navigate challenges and support your family goals.
All of this with fine grain permissions, to enable YOU to control your capital.